Do the terms: Performance Report, OR Productivity Report, OR Activity Report make you cringe.

My manager had what was affectionately called a “Tickler File”. The black box held his general relationships and the red box held the “Hot” or new relationships. Each week, he went through his tickler file, and recorded notes about these relationships and would make lists of activities or things to do with these relationships (the post-it notes).

This glass is always empty

This glass is always empty

Before you suggest that my territory is too small for some sort of plan, answer this: are there parts of your territory that routinely require you to drive 25 minutes plus from your base of operations? It is easy to think 25 minutes, one way, as not that much area, but that is actually about an hour of “windshield time”. If you go and comeback for 2 or 3 appointments in a day, that is 2-3 hours of productivity you lost (and may be making up after hours).